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Fee-based Financial Planning

Allied Wealth Partners’ client-centered, fee-based financial planning process offers a thorough but simple way for you to take the first step toward reaching your financial goals. Throughout our process, you and your advisor will develop customized recommendations that can help turn your goals into reality.

Our four step financial planning process is as follows:

1. Goal identification:

Identify the values and beliefs most important to you and your family.

Establish a clear set of short and long-term financial goals based on your values and beliefs.

Analyze your time horizons, income sources, tax situation and other factors.

Identify needs and compare financial alternatives.

3. Implementation strategies:

Determine how your financial goals can be achieved.

Develop implementation strategies to set your financial goals in motion.

Deliver customized, formal written plan based on prior work.

4. Consistent follow-up and review:

Schedule periodic reviews of your financial plan.

Evaluate progress and make necessary adjustments.

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. The product recommendations are not part of the financial plan and you are under no obligation to follow them.

Allied Wealth Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.Certain individuals associated with Allied Wealth Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA /SIPC . Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck . For information about which individuals associated with Allied Wealth Partners are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.Allied Wealth Partners, 14 Walsh Drive, Suite 100, Parsippany, NJ, 07054 973-299-9222 Copyright 2013 Allied Wealth Partners, Securian Financial Network. All Rights Reserved. 1767071 DOFU 07/2017

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.